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HDFC Flexi Cap Fund vs SBI Flexicap Fund compare
HDFC Flexi Cap Fund - Growth Plan
SBI Flexicap Fund - REGULAR PLAN -Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| Fund | HDFC Flexi Cap Fund - Growth Plan | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹81936 Cr | ₹22011 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 01 Jan 1995 | 29 Sep 2005 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | BSE 500 TRI |
| Turn Over | 42.17% | 55% |
| Expense Ratio | 1.42 | 1.67 |
| Manager | Dhruv Muchhal | Pradeep Kesavan |
| ISIN Code | INF179K01608 | INF200K01222 |
| Exits Load | HDFC Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | SBI Flexi Cap Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| 1 Month | 2.46% | 2.44% |
| 6 Month | 15.39% | 12.74% |
| 1 Year | 5.14% | -2.47% |
| 3 Year | 21.69% | 11.97% |
| 5 Year | 28.11% | 17.98% |
SIP Return Analysis
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| 6 Month | 4.4% | 3.2% |
| 1 Year | 15.32% | 7.21% |
| 3 Year | 21.37% | 11.67% |
| 5 Year | 22.57% | 12.3% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| 1 Year | 18.14% | 12.42% |
| 3 Year | 19.11% | 12.86% |
| 5 Year | 18.88% | 13.05% |
Risk Management
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| Standard Deviation | 11.22% | 10.98% |
| Sharp | 1.23% | 0.54% |
| Beta | 0.81% | 0.83% |
| Alpha | 7.42% | -1.49% |
Fund Managers
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| Name | Dhruv Muchhal | Pradeep Kesavan |
| Total AUM | ₹520687 Cr | ₹434274 Cr |
| Funds Managed | 40 | 43 |
| HDFC Flexi Cap Fund - Growth Plan | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
Market Cap
| Scheme Name |
HDFC Flexi Cap Fund - Growth Plan |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| Others | 11.84 | 13.76 |
| Large Cap | 74.89 | 63.44 |
| Mid Cap | 3.41 | 11.58 |
| Small Cap | 9.86 | 11.22 |
Sector Allocation
| Scheme Name |
HDFC Flexi Cap Fund - Growth Plan |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| Others | 9.03 | 7.26 |
| Communication Services | 2.93 | 4.96 |
| Energy | 0.93 | 4.99 |
| Technology | 4.85 | 5.51 |
| Consumer Cyclical | 16.85 | 12.16 |
| Industrials | 4.88 | 11.11 |
| Basic Materials | 5.94 | 10.92 |
| Financial Services | 40.06 | 37.15 |
| Real Estate | 2.69 | - |
| Healthcare | 9.05 | 2.04 |
| Utilities | 2.09 | 1.77 |
| Consumer Defensive | 0.71 | 2.14 |
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